Form 4: UPBOUND GROUP Director Acquires Deferred Stock Units

UPBOUND GROUP, INC. Director Carol A. McFate acquired 144 Director Deferred Stock Units, increasing her beneficial ownership to 39,116 units.

Summary

• Carol A. McFate, a Director of UPBOUND GROUP, INC. (UPBD), acquired 144 Director Deferred Stock Units.
• The transaction occurred on July 8, 2025.
• Each Director Deferred Stock Unit represents the right to receive one share of UPBD common stock.
• The units were acquired at a price of $25.66 per unit.
• Following this transaction, Ms. McFate beneficially owns a total of 39,116 Director Deferred Stock Units.
• These units are fully vested and non-forfeitable.
• The common stock corresponding to these units will be issued to Ms. McFate upon the termination of her service as a member of the issuer's board of directors.

Sentiment

Score: 7

Explanation: The acquisition of additional deferred stock units by a director generally indicates confidence in the company's future performance and aligns the director's interests with shareholders.

Positives

• Director Carol A. McFate increased her beneficial ownership in UPBOUND GROUP, INC. by acquiring 144 Director Deferred Stock Units, signaling confidence in the company's future.
• The acquired units are fully vested and non-forfeitable, ensuring secure ownership rights for the director.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

• Director Carol A. McFate acquired 144 Director Deferred Stock Units from UPBOUND GROUP, INC. on July 8, 2025, at a price of $25.66 per unit. This transaction represents a standard form of director compensation and ownership.

Stakeholder Impact

• Shareholders: Increased alignment of Director Carol A. McFate's interests with shareholders due to her increased equity ownership in the company.

Next Steps

• Common stock will be issued to Carol A. McFate upon the termination of her service as a member of UPBOUND GROUP, INC.'s board of directors.

Key Dates

Keywords

UPBOUND GROUP, UPBD, SEC Form 4, Director Deferred Stock Units, Insider Transaction, Stock Acquisition, Corporate Governance, Executive Compensation